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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,357 hedge funds and large institutions have $42.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 612 increasing their positions, 413 reducing their positions, and 40 closing their positions.

Holders
1,357
Holders Change
+77
Holders Change %
+6.02%
% of All Funds
19.63%
Holding in Top 10
231
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.7%
% of All Funds
3.34%
New
136
Increased
612
Reduced
413
Closed
40
Calls
$2.89M
Puts
$897K
Net Calls
+$1.99M
Net Calls Change
-$639K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.84B
2
LPL Financial
2
LPL Financial
California
$2.64B
3
OWM
3
Orgel Wealth Management
Wisconsin
$222M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.12B
5
HI
5
Horizon Investments
North Carolina
$441M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$13.1M
2
BlackRock
2
BlackRock
New York
$843M
3
LWM
3
Liberty Wealth Management
California
$20.6M
4
SFC
4
Strategic Financial Concepts
Texas
$496K
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
226
Wealthspire Advisors (New York)
New York
$18.2M 101,742 +100,076 +6,007%
WC
227
Waterloo Capital
Texas
$18.2M 101,709 -35,458 -26%
SI
228
Stephens Inc
Arkansas
$18.2M 101,439 +10,745 +12%
YCG
229
Yeomans Consulting Group
Georgia
$18.1M 100,855 -17,199 -15%
CCWA
230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M 100,796 -473 -0.5%
KFSC
231
Keystone Financial Services (Colorado)
Colorado
$17.9M 100,016 -416 -0.4%
PA
232
PFG Advisors
Arizona
$17.8M 99,502 +4,980 +5%
KNFPWM
233
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.8M 99,067 +14,199 +17%
RBA
234
Richard Bernstein Advisors
New York
$17.6M 98,386 -5,384 -5%
CFFP
235
Center for Financial Planning
Michigan
$17.6M 98,322 -733 -0.7%
TFA
236
Tobias Financial Advisors
Florida
$17.6M 98,051 +1,458 +2%
SA
237
Skyline Advisors
Washington
$17.6M 97,927 -988 -1%
GLA
238
Good Life Advisors
Pennsylvania
$17.4M 97,296 +49,002 +101%
CFA
239
Cahill Financial Advisors
Minnesota
$17.2M 96,132 +29,519 +44%
WA
240
Wealth Alliance
New York
$17.2M 95,826 +1,274 +1%
TWM
241
Trinity Wealth Management
Pennsylvania
$17M 94,965 +1,626 +2%
CF
242
Centaurus Financial
California
$17M 94,653 +6,745 +8%
RIA
243
Regal Investment Advisors
Michigan
$16.9M 94,005 +13,002 +16%
PAWA
244
Palo Alto Wealth Advisors
California
$16.8M 92,172 +4,605 +5%
FFN
245
Focus Financial Network
Minnesota
$16.7M 93,120 +717 +0.8%
SXL
246
Summit X LLC
Missouri
$16.5M 96,652 -5,113 -5%
FFS
247
Founders Financial Securities
Maryland
$16.5M 91,791 -2,320 -2%
MGW
248
MB Generational Wealth
Washington
$16.3M 90,951 -146 -0.2%
GHA
249
GW Henssler & Associates
Georgia
$16.2M 90,611 +5,856 +7%
RCG
250
Regatta Capital Group
California
$16M 89,342 +6,157 +7%
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